Lively

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4.60
Based on 20 Reviews

5

90.00%

4

0.00%

3

0.00%

2

0.00%

1

10.00%
About Lively

Lively is the benefits solutions provider that GETS IT RIGHT. Open HSA Individuals Employers Brokers We designed our solutions to take the guesswork out of managing benefits. And our innovative features are grounded in your everyday needs and circumstances. That’s why our experience is optimized to put you in control at every step. Managing your wellness and wealth takes more than a series of transactions. By combining robust features with unparalleled service, we make benefits effortless, even when your time and energy are limited. With Lively, maximizing your benefits is as simple as it should be. Lively is the modern Health Savings Account Provider. Lively helps people prepare for tomorrow by making smart decisions about finances and healthcare today. Make the most of your healthcare savings while working towards your financial goals. Lively HSAs are free for individuals and families, so you never have to worry about hidden costs. Put your money to work with peace of mind: Lively HSAs are FDIC-insured* and use bank-grade security. Support when you need it. Whether you’re saving, spending, or investing, we’re here when you need us.

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Mark
GB

Lively has a fantastic user interface… Lively has a fantastic user interface and a great product. Theirs is the first HSA I felt like I could trust, and so I continue to use it over the one provided by my company.

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Marianna
GB

BEST Customer Service This is the most refreshing Customer Service experience ever! I have called three or four times over the past year and each and every time I get a knowledgeable, friendly, professional agent (who is also a regular English-speaking individual). They have answered my questions or solved my problem every single time. Thank you, Livelyme for hiring the best Team ever and for making it way easier for the end user to get real help directly from the source. I highly recommend them to anyone who has or needs an HSA. I hope they're around forever! Thanks, guys.

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Michael Obryant
GB

I can invest the whole balance anyway I want. The best thing is I can invest the whole HSA balance with TDAmeritrade (Schwab soon) using any stock or ETF I want. The HSA my employer set up had about 12 stogy mutual funds and I had to leave 1 or 2 thousand uninvested. The web site is easy to use. I recommend Lively to my family and friends. And it is a Y-combinator company, a big green flag for me.

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Anthony Calis
GB

I have been very happy with Lively I have been very happy with Lively. The site is easy to use and navigate, but their customer service is unmatched. I've had to call several times and each time didn't sit on hold and the first person I talked to resolved my issue or question. In fact I've now had to sign up for two new HSA bank plans with employers since setting up my Lively account, and I refuse to move funds out of my Lively account. It's my primary one and I transfer funds there.

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G Cox
GB

I need to close my lively account I need to close my lively account. It's been great, but all my money is invested in TDAmeritrade, and I'm not staying with Schwab when they take things over, but instead will be using a different firm to invest my HSA that is both an HSA account and investment firm. Please tell me how to close it as easy as possible and ASAP. Thanks again for your great experience and regret needing to move on!

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